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Lynne Ann Witmer

Meridian Wealth Management, LLC

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About Lynne Ann Witmer

Lynne Witmer is an Investment Advisor Representative with Meridian Wealth Management, LLC. Lynne has been in the industry since 2003 and has experience with a variety of financial services firms. Lynne is registered in California and has a Series 7 and a Series 66 license. In addition to her work as an investment advisor representative, Lynne is also an insurance producer for Meridian Insurance LLC.

Firm Information

Lynne Witmer is currently registered with Meridian Wealth Management, LLC. Meridian Wealth Management, LLC is a Kentucky-based firm that manages over $2.9 billion in assets for individuals, families, and institutions. The firm specializes in financial planning, portfolio management, and pension consulting, offering personalized investment solutions tailored to each client's unique needs. Their team of experienced professionals provides a range of services, including educational seminars and selection of other advisors. The firm has a strong focus on serving high-net-worth individuals, charitable organizations, and businesses. They also participate in wrap fee programs.
Meridian Wealth Management, LLC

100 W MAIN STREET

LEXINGTON, KY 40507

$2.91B

Assets Under Management

10

Total Clients

48

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lynne Witmer’s Registration & Firm History

CA

05/03/2022 - Present

Meridian Wealth Management, LLC (Upland CA)

CA

05/21/2012 - 09/19/2013

NYLIFE SECURITIES LLC (RESEDA CA)

CA

06/11/2009 - 10/11/2010

WORLD GROUP SECURITIES, INC. (BURBANK CA)

PA

10/23/2006 - 05/04/2009

PNC INVESTMENTS (STATE COLLEGE PA)

CO

07/13/2004 - 10/23/2006

TRANSAMERICA CAPITAL, INC. (DENVER CO)

PA

01/01/2004 - 06/21/2004

PNC INVESTMENTS (PITTSBURGH PA)

KY

08/12/2003 - 01/01/2004

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 11/03/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lynne Ann Witmer.
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